RBAC Inc., Energy Market Simulation Systems

Geopolitics and the Role of Gas in the Energy Transition

What would happen to the natural gas and LNG markets should the major canals and straits be blocked? Will natural gas on the North Slope ever happen? And for that matter, how about Arctic LNG? These are just some of the many topics covered in the enlightening and insightful podcast with Armando Cavanha, industry veteran.

RBAC’s CEO and Founder Dr. Robert Brooks, and Chief Operating Officer  James Brooks joined Armando Cavanha to discuss “Geopolitics, LNG and Natural Gas”. It was a deep dive into less often discussed aspects of LNG and natural gas markets as well as the ramifications different geopolitical events such as the war between Russia and Ukraine and the war between Israel and Hamas would have on these markets.

The Global Market

  • What has been the effect on Europe in regards its energy after the war in Ukraine and the Nord Stream pipeline explosion?
  • Europe has certain energy transition goals, including less use of fossil fuels. But what is the current scene and what role will LNG have in their energy mix in the future?
  • The Asia-Pacific Market is currently one of the largest growing markets for natural gas and is dependent on imports from several other regions. With ongoing conflicts such as the war in Ukraine and in the Middle East, how could Asia’s future gas supply be affected?
Figure 1: Regional Natural Gas Consumption. Source: G2M2 Insights

More topics taken up included:

  • LNG’s role as a tool in international relations and energy diplomacy
  • Will Russia ever again be a major exporter of gas to Europe?
  • Will China and India continue to receive Russian gas in lieu of the loss of the majority of the European market?
  • Geopolitics and the risks of gas shortages
  • What is the potential for gas resources in the Arctic?

The Energy Transition

  • The role of natural gas as a bridge fuel for the energy transition? Is it just a bridge fuel or will it maintain a large role even after the transition?
  • What about methane emissions?

How the Suez Canal, Panama Canal, and Strait of Hormuz Affect Prices

Dr. Brooks did an analysis on global LNG trade and market prices in the scenario that these vital waterways were closed using G2M2® Market Simulator for Global Gas and LNG™.

Even now, the Panama Canal is currently experiencing a drought which is affecting passage through it and the Suez Canal and Strait of Hormuz are experiencing their own difficulties with passage through them due to conflict in their surrounding areas.

Without further adieu, watch below “Geopolitics, LNG and Natural Gas”

RBAC, Inc. has been the leading provider of market fundamental analysis tools used by the energy industry and related government agencies for over two decades. The GPCM® Market Simulator for North American Gas and LNG™ is the most widely used natural gas market modeling system in North America. RBAC’s G2M2® Market Simulator for Global Gas and LNG™ has been instrumental in understanding evolving global gas and LNG dynamics and is vital in fully understanding the interrelationship between the North American and global gas markets.

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Contact Numbers:

(281) 506-0588
(281) 506-0588 ext. 126
(281) 506-0588 ext. 125